Alex Kopel

Founder-obsessed investor. Investing alongside founders and owner-operators whose personal identity is inseparable from their mission. When I find them, I try to buy right — and hold on. Managing Partner at Rowan Street Capital.

Launched 2 years ago

Why We Like Meta More Today Than When We First Bought it in 2018

The Wall Street Journal called it an investor trap. We have owned it for eight years. Here is why we disagree.

May 14 • Alex Kopel

Tesla’s Invisible Moat: The Most Elegant Physical AI Training Program Ever Built

Three structural advantages that make Tesla’s moat deeper than the numbers suggest — and why they’re almost impossible to replicate.

May 2 • Alex Kopel

Rowan Street Q1 2026 Letter

Volatility Is the Price of Admission.

Apr 18 • Alex Kopel

Our Investment in Constellation Software Amid Elevated Uncertainty

A closer look at AI concerns, leadership transition, and the durability of a long-term compounder.

Apr 10 • Alex Kopel

Meta Platforms: When Price and Value Diverge

A Rowan Street Investment Perspective.

Apr 8 • Alex Kopel

Rowan Street 2025 Year-End Letter

Four Case Studies in Long-Term Ownership.

Feb 5 • Alex Kopel

The Mentor I Never Met: A Personal Tribute to Warren Buffett

This week I read Warren Buffett’s final letter — his quiet goodbye after more than six decades of teaching the world how to think about business…

Nov 16, 2025 • Alex Kopel

Tesla’s 2025 CEO Performance Award: Aligning Vision, Execution & Shareholder Value

A deep dive into Elon Musk’s 2025 CEO Performance Award — what it reveals about Tesla’s culture of alignment, execution, and long-term value creation.

Nov 4, 2025 • Alex Kopel